Natalia Casas Páez
About
Detail
Equity Research - Banking - Finance
Bogota D.C., Colombia
Résumé
Jobs
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Head of Equity ResearchPorvenir S.A.Oct 2018 - Current (7 years 11 months)- Developed an investment model based on fundamental analysis ratios in order to outperform the equity local index formulating investment strategies for the voluntary pension fund portfolios (~3% of total AUM). - Communicated with influence with Investor Relations, brokerage firms, and portfolio managers to understand the current situation of the local market and formulate useful investment proposals that allow to beat the benchmark. - Led a team of 3 equity research analysts in the development of fundamental analysis models to support the investment process of local equity. - Developed an investment model based on fundamental analysis ratios in order to outperform the equity local index formulating investment strategies for the voluntary p- Investment ProfessionalOld Mutual Infrastructure ManagersJan 2017 - Aug 2017 (8 months)- Collaborated in the creation of a US$ 250m pipeline for the Colombian Infrastructure Equity Fund ("The Fund") picking the best 9 investment opportunities in terms of profitability and risk. - Analysed and communicated the political and macroeconomic environments of the Colombian construction sector, providing critical research to management to inform decision making. - Participated in the review of the Limited Partnership Agreement and the negotiation process with potential investors helping to align the interest of the investors and the Fund.
- Senior Equity Research AnalystUltraserfinco S.ASep 2015 - Jan 2017 (1 year 5 months)- Led a team of 3 equity research analysts after the merger of Serfinco and Ultrabursatiles; maintained the coverage of +80% of the companies that compound the local equity index. - Persuaded the commercial area to implement a medium/long term investment strategy though the investment in collective investment funds, mainly based on fundamental analysis.
- Equity Research AnalystSerfinco Comisionista de BolsaOct 2014 - Sep 2015 (1 year)- Developed quarterly results previews for five companies of the financial sector in Colombia with high accuracy through the design of fundamental analyses models. - Collaborated in the relationship construction with international institutional investors, increasing foreign interest by showing expertise of the financial sector in Colombia. - Communicated with influence to manage complex relationships with shareholders; clarified doubts, and uncertainties created by strong and unexpected price movements.
- Investment AnalystColfondos SAMay 2013 - Oct 2014 (1 year 6 months)- Advised the investment in alternative assets through the due diligence and monitoring of private equity funds (i.e. HarbourVest Dover III), and real estate assets. - Analysed, and explained the performance of 5 companies of the retail, consumption, and transport sectors in Latin America through the development of fundamental analysis models.
- Quantitative AnalystColfondos SASep 2012 - May 2013 (9 months)- Reorganized the processes of benchmark analysis, reducing times by 66%, improved investment decision making for mandatory pension funds and severance portfolios. - Redesigned the monthly and daily investment guidance of the company, making it easier to understand for managers and traders, minimizing the risks of breach minimum profitability.
- Investment InternColfondos SASep 2011 - Aug 2012 (1 year)
Education
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- Masters in Finance FinanceLondon Business SchoolAug 2017 - Jul 2018 (1 year)
- Bachelor of Business Administration (B.B.A.), Business Administration and Management, GeneralEcole supérieure de Commerce de Montpellier2010 - 2011 (1 year 1 month)
- Bachelor of Business Administration (B.B.A.), Administración de EmpresasUniversidad del Rosario2007 - 2012 (5 years 1 month)